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Latest News - Wills and Succession Planning

Stay up to date with our latest news and insights. Our specialist teams are here to advise you on key changes and advisory matters.

Top 5 Series

Business Tax - 25 Nov 2018

Welcome to our Top 5 series - where our Directors cover the key questions surrounding current topics and highlight the main things our clients need to…

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Update: A lesson learned – The importance of a valid will

Private Clients - 23 Aug 2018
The sad death of a music icon has further highlighted the need to plan for your succession. Despite having significant wealth, a diverse asset base and,…
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Domicile – More than just the place you call home

Private Clients - 12 Jul 2018
Understanding Domicile Following the changes to the UK deemed domicile provisions, which took effect from 6 April 2017, it is becoming increasingly important…
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US Tax Reform: Estate and Gift Tax update

Trust, Estate and Family - 06 Feb 2018
Following President Trump’s signing of the Federal tax bill on 22 December 2017, the effective lifetime Estate and Gift Tax exemption for US citizens…
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Inheritance tax: who pays?

Trust, Estate and Family - 20 Nov 2017
Inheritance tax is the money that is paid upon a person’s death if the value of that person’s estate is higher than their Inheritance Tax (IHT)…
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The importance of succession planning (and not just for tax purposes!)

Trust, Estate and Family - 06 Sep 2017
Although we enjoy talking about tax, and we are very fortunate to work with a diverse range of clients and contacts, much of the planning that we undertake…
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IRS announces special extended deadline for claiming unused spousal estate tax credits

Trust, Estate and Family - 05 Sep 2017
The US imposes gift and estate tax at the rate of 40%, but the tax only applies to the extent of gifts and transfers at death in excess of the “unified…
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Key issues surrounding Inheritance Tax

Trust, Estate and Family - 04 Sep 2017
The amount of money that the "death tax" (formally known as Inheritance Tax), has brought in for the Exchequer has grown by more than 20% in…
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2017 Gift and Estate Tax Exemptions

Trust, Estate and Family - 17 Jan 2017
Although we face a level of uncertainty as to the future of Gift and Estate Tax under a Trump administration, the Internal Revenue Service (IRS) have released…
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